Karpus Management Amends Nuveen Muni Fund Filing
Ticker: NEA · Form: SC 13D/A · Filed: Jun 4, 2024 · CIK: 1195737
| Field | Detail |
|---|---|
| Company | Nuveen Amt-Free Quality Municipal Income Fund (NEA) |
| Form Type | SC 13D/A |
| Filed Date | Jun 4, 2024 |
| Risk Level | medium |
| Pages | 3 |
| Reading Time | 4 min |
| Key Dollar Amounts | $272,319,082 |
| Sentiment | neutral |
Sentiment: neutral
Topics: 13D-filing, amendment, municipal-bonds
Related Tickers: Nuveen AMT-Free Quality Municipal Income Fund
TL;DR
Karpus Management filed an update on their Nuveen Muni Fund stake. #13D
AI Summary
Karpus Management, Inc. has filed an amendment (SC 13D/A) on June 4, 2024, regarding their holdings in Nuveen AMT-Free Quality Municipal Income Fund. The filing indicates a change in their beneficial ownership, though specific new dollar amounts or percentage changes are not detailed in this excerpt. This is the fifth amendment to their Schedule 13D filing.
Why It Matters
This filing signals a potential shift in a significant shareholder's stake in the Nuveen AMT-Free Quality Municipal Income Fund, which could influence the fund's future performance or strategic direction.
Risk Assessment
Risk Level: medium — Schedule 13D filings often indicate significant investor activity, which can lead to price volatility or strategic changes in the subject company.
Key Numbers
- 5 — Amendment Number (Indicates this is the fifth update to the filing.)
Key Players & Entities
- Karpus Management, Inc. (company) — Filing entity
- Nuveen AMT-Free Quality Municipal Income Fund (company) — Subject company
- Daniel L. Lippinco (person) — Mentioned individual
FAQ
What specific changes in beneficial ownership are detailed in this SC 13D/A filing?
This excerpt does not provide specific details on the exact changes in beneficial ownership, only that an amendment has been filed.
What is the CUSIP number for Nuveen AMT-Free Quality Municipal Income Fund?
The CUSIP number for Nuveen AMT-Free Quality Municipal Income Fund is 670657105.
Who is the filing entity for this SC 13D/A?
The filing entity is Karpus Management, Inc.
On what date was this amendment filed?
This amendment was filed on June 4, 2024.
What is the primary business address of Nuveen Investments, Inc.?
The primary business address of Nuveen Investments, Inc. is 333 West Wacker Drive, Chicago, IL 60606.
Filing Stats: 1,030 words · 4 min read · ~3 pages · Grade level 9.3 · Accepted 2024-06-04 11:19:32
Key Financial Figures
- $272,319,082 — cially owned by Karpus is approximately $272,319,082.54, excluding brokerage commissions. Th
Filing Documents
- karpus-sch13d_18820.htm (SC 13D/A) — 73KB
- 0001072613-24-000556.txt ( ) — 75KB
Business
Owned Kathleen Finnerty Crane Chief Financial Officer 183 Sully’s Trail, Pittsford, New York 14534 12,800 Shares Thomas Michael Duffy Senior Vice President and Director of Operations 183 Sully’s Trail, Pittsford, New York 14534 0 Shares Daniel Lee Lippincott President and Chief Investment Officer 183 Sully’s Trail, Pittsford, New York 14534 3,000 Shares Jodi Lee Hedberg Chief Compliance Officer 183 Sully’s Trail, Pittsford, New York 14534 0 Shares Thomas Wayne Griffith Director 17 East Market Street, West Chester, Pennsylvania 19382 80 0 Shares Carlos Manuel Yuste Director 17 East Market Street, West Chester, Pennsylvania 19382 0 Shares